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Solved
UAdmin5 on September 28, 2022
I have exported the property history of the 'Deal Stage' property. This includes a column for 'Deal Stage Change Date', which is a datetime value. I'm trying to upload this to a new property in HubSpot. However, there is no datetime-type propert read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 28, 2022 12:13
Hi @UAdmin5 , Unless you want to store this information in a single-line text property, there currently isn't, no. The HubSpot UI only display...read more
Solved
KundanNasir on September 27, 2022
I have an important question regarding the HubSpot analytics tools. So basically our Sales agents are divided into multiple teams and we want to give access to Team leads to monitor the Sales Analytics for their respective teams, so they coul read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
September 27, 2022 21:36
Hi @KundanNasir , Unfortunately, report creation permissions don't are not as flexible in HubSpot. Whoever has the permissions to create and e...read more
Solved
ajhahn on September 07, 2022
Hi everyone! We use Invoice Stack (also known as Weave and Blend) to connect our invoices to Xero. Our company invoices for consulting directly with people and companies. We have built reports to capture end of the month invoice totals in deal read more
0 upvote
2 Replies
Accepted Solution
Key Advisor | Gold Partner
September 12, 2022 11:26
Hi @ajhahn We've played with HubSpot's MRR (Monthly Recurring Revenue) Report - which is only available in Sales Enterprise. But... you co...read more
Solved
michaelhayes on September 07, 2022
Hi All, We're looking for a way to capture the historical value of deals in a report. For us, 'deals' represent investments in our product, so we adjust the deal amount based on whether a client makes an additional investment or a redemption. read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
September 07, 2022 21:27
Hi @michaelhayes , HubSpot doesn't offer a lot of flexilibity yet for reporting on historic values. If you are reporting on historic values in...read more
Solved
Afd-mark on August 30, 2022
Hi Community, Does anyone know if it is possible to make a report of de dealstages so we can see which stages contacts are rolled in before they are going to the stage No Match? Contacts are not going through every stage. We like to s read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
September 02, 2022 02:33
Hi @Afd-mark , Yes, in the left sidebar of the report you can choose which stages should be displayed in the funnel report: Be...read more
Solved
CaitlinHaire on August 29, 2022
Does anyone know how I could create a Report that lists the parent companies and then all the child companies underneath that? All I can find is a report that will list the number of child companies with each, but not the names of those. We're c read more
0 upvote
2 Replies
Accepted Solution
Recognized Expert | Elite Partner
August 30, 2022 11:50
@CaitlinHaire from what I've seen in HubSpot the last year or so, as more businesses use parent/child company relationships, is that HubSpot is cat...read more
Solved
TWright3 on August 26, 2022
When I go into any given deal I can open up property history that shows every modification that's been made to a given deal, so Hubspot is clearly tracking this data. What I would love is a way to run a report that shows any changes that were made t read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
August 26, 2022 22:46
Hi @TWright3 , Some of that information is only available through property history, that's correct. However HubSpot seems to be continually ad...read more
CGreer2 on August 19, 2022
Hi everyone, New to this community but have been working very closely with Hubspot users over the last few months. We help improve sales forecasting and pipeline management by giving businesses real-time visibility into what's really going on read more
Community Manager
August 19, 2022 14:31
Hello @CGreer2 , welcome to our Community! I would like to add our top experts to share their feedback about it @Bryantworks @Josh any rec...read more
Solved
hokkonen on August 05, 2022
Our company has two separate Sales Pipelines. I'd like to see the combined funnel report in the dashboard so that I'd see the company's total count of deals in each stage on one funnel. Is that possible? At the moment we have starter but might up read more
0 upvote
2 Replies
Accepted Solution
Contributor | Elite Partner
August 05, 2022 05:07
Hi @hokkonen , HubSpot has functionality within the professional tiers to create custom funnel reports . However. you aren't able to select m...read more
HarrisonBaron on July 25, 2022
Hey Guys, I work with a SaaS company based in the security industry. They are rolling out a new product where they want to sell a 5-year license and maybe a 10-year license to their customers. It's standard in that industry. There are two ma read more
0 upvote
2 Replies
Recognized Expert | Diamond Partner
August 29, 2022 06:28
Hello @HarrisonBaron and @kvonloesecke , Currently, HubSpot doesn't have the functionality for building Billing Frequency for up to 3 years....read more
KDahiya on July 21, 2022
I created a dashboard by adding "Custom" reports and choosing the right filters. When we see the visualization, the numbers appear correct but when we click on a particular graph to look at the drill down data, it shows duplicate/multiple entries an read more
0 upvote
2 Replies
Recognized Expert | Elite Partner
July 25, 2022 10:11
@KDahiya instead of relying on the dashboard filters, which change what you're seeing, can you edit the report-level filters? I'd build my reports ...read more
Solved
mikisikis on July 13, 2022
Hello All, We are a home builder and have several display homes (show homes) and I'd like to integrate our foot traffic per display home into reporting. I basically would like to determine how much foot traffic we need to obtain a contact per di read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
July 13, 2022 21:21
Hi @mikisikis , If you're working with HubSpot dashboards, one option would be to simply add a text tile on the the dashboard to input this in...read more
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